BCG
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +25.0% ·
share flow +30.0% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 7 | +1 | 252.64K | $389,060 | +2 | −1 |
| Q1 2026 | 6 | -4 | 239.25K | $480,889 | — | −4 |
| Q4 2025 | 10 | +2 | 268.61K | $774,016 | +2 | — |
| Q3 2025 | 4 | -1 | 183.43K | $315,497 | — | −1 |
| Q2 2025 | 5 | 0 | 204.52K | $415,272 | +1 | −1 |
| Q1 2025 | 3 | 0 | 73.55K | $141,956 | — | — |
| Q4 2024 | 3 | +1 | 73.16K | $215,098 | +1 | — |
| Q3 2024 | 1 | 0 | 29.99K | $91,475 | — | — |
| Q2 2024 | 1 | — | 21.57K | $133,758 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 142.86K | +13.8% | $411,440 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passive) | 142.86K | +13.8% | $411,440 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 31.90K | +2.6% | $91,872 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 31.90K | +2.6% | $91,872 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 5 | Two Sigma Investments ✦ | 28.78K | New | $82,886 | 0.0% | New | 1 | SEC ↗ |
| 6 | State Street Global Advisors ✦ (passive) | 25.10K | +54.0% | $72,288 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | UBS Group AG | 17.59K | — | $50,668 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 17.59K | — | $50,668 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 11.24K | New | $32,377 | 0.0% | New | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 10.93K | +4.2% | $31,467 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 10.93K | +4.2% | $31,467 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 202 | — | $1,000 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 3 | — | $9 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Citigroup Inc | 3 | — | $9 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Two Sigma Investments | $82,886 | 0.0% |
| Citadel Advisors | $32,377 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 10 holders, 296.53K shares, $596,211 reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.